TaxCalc + Self-Assessment Tax Return: Complete Workflow
Preparing for self-assessment tax return and using TaxCalc? Self-assessment requires reviewing a full year of bank transactions to identify income, allowable expenses, and taxable events. Doing this manually from PDFs takes hours. BankScan AI bridges the gap between your bank's PDF statements and TaxCalc's import feature.
BankScan AI → TaxCalc for Self-Assessment Tax Return
Convert bank statement PDFs to CSV formatted for TaxCalc import. Convert 12 months of bank statements to Excel in minutes. Filter, sort, and categorise transactions to identify income and allowable expenses for your SA100.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload Full tax year (6 April to 5 April), so 12 months of statements of statements.
AI formats for TaxCalc
Output as CSV with N/A — TaxCalc is tax compliance software, not bookkeeping. Use BankScan AI's Excel output as a working paper alongside TaxCalc. — dates in DD/MM/YYYY (for reference; no direct import).
Import and use for self-assessment tax return
Upload into TaxCalc and use the reconciled data for self-assessment tax return.
Supported Banks
BankScan AI works with all major UK and US banks, including:
TaxCalc + Self-Assessment Tax Return Features
- TaxCalc ready — Output formatted as CSV matching TaxCalc's expected column structure
- Smart integration — TaxCalc's SimpleStep mode walks users through each tax return box — having BankScan AI's categorised bank data open alongside makes completion significantly faster.
- Built for Self-Assessment Tax Return — Convert 12 months of bank statements to Excel in minutes. Filter, sort, and categorise transactions to identify income and allowable expenses for your SA100.
Import for Self-Assessment Tax Return into TaxCalc
After converting your bank statements for self-assessment tax return:
- TaxCalc doesn't have direct bank import — use BankScan AI to convert PDFs to CSV, then reference the spreadsheet data when completing income and expense boxes in TaxCalc
Common Import Issues
No direct import — common mistake is trying to import CSV into TaxCalc. Instead, use the spreadsheet as a reference document for completing tax return boxes.
TaxCalc Import for Self-Assessment Tax Return
Paper returns due 31 October, online returns due 31 January following the tax year; late filing triggers automatic penalties starting at 100 GBP
Convert for TaxCalc + Self-Assessment Tax Return